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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

PROFESSIONAL FINANCIAL SOLUTIONS, LLC

CRD 114957

FAIRFAX, VA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:1e1233ee-38fb-5912-73c5-72e8cb11c2a2

Data as of Feb 6, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 5:23 PM UTC and rebuilt at most every 15 minutes.

Relationships: 12
Dated events: 2
On other graphs: 0
Observed: Mar 19, 2012 to Feb 6, 2026
31 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $410MItem 5.F on the latest filing (2026-02-06); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $387M
Private client RAUM: $409MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 6
RAUM per advisor: $68.3Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 8
Advisory employees: 6
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 911
Individual clients: 142
High net worth clients: 137
Custody, client assets: $150M
SEC number: 801-106802
CRD: 114957
Filings on the tape: 31
First filed: Mar 19, 2012
Latest filed: Feb 6, 2026
Organised: Limited Liability Company, VA

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
MICHAEL JOSEPH MCLENIGAN	Certified Financial Planner	FAIRFAX, VA	29	29	n/a	no
RENEE GARDNER SEWALL	n/a	FAIRFAX, VA	11	13	n/a	no
Andrew William Crowe	n/a	FAIRFAX, VA	9	15	n/a	no
ROBERT ESTEL COPELAND	Certified Financial Planner	FAIRFAX, VA	7	22	6	no
Jennifer H Denner	n/a	FAIRFAX, VA	5	14	n/a	no
Emily McLenigan Lee	n/a	FAIRFAX, VA	1	10	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
MCLENIGAN, MICHAEL, JOSEPH	MANAGING MEMBER/CHIEF COMPLIANCE OFFICER	C	yes	04/1997	Mar 19, 2012	Jul 29, 2024
COPELAND, ROBERT, ESTEL	Member	B	no	01/2022	Mar 16, 2023	Jul 29, 2024
Crowe, Andrew, William	Member	B	no	01/2022	Mar 16, 2023	Jul 29, 2024
Denner, Jennifer, H	Member	Na	no	01/2022	Mar 16, 2023	Jul 29, 2024
Hartman, Megan, Michelle	Member	Na	no	09/2016	Oct 24, 2016	Jul 29, 2024
SEWALL, RENEE, GARDNER	Member	B	no	09/2016	Oct 24, 2016	Jul 29, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Feb 6, 2026	$410M	$387M	8	6	0	n/a	n/a
2024	Mar 10, 2025	$330M	$305M	7	5	0	n/a	n/a
2023	Mar 7, 2024	$286M	$261M	7	5	0	n/a	n/a
2022	Mar 16, 2023	$229M	$206M	6	5	0	n/a	n/a
2021	Mar 22, 2022	$249M	$226M	6	5	0	n/a	n/a
2020	Feb 25, 2021	$192M	$180M	6	5	0	n/a	n/a
2019	Feb 27, 2020	$175M	$164M	6	6	0	n/a	n/a
2018	Mar 20, 2019	$140M	$130M	5	5	0	n/a	n/a
2017	Mar 27, 2018	$150M	$139M	4	4	0	n/a	n/a
2016	Mar 27, 2017	$124M	$112M	4	4	n/a	n/a	n/a
2015	Mar 11, 2016	$110M	$93.6M	3	3	n/a	n/a	n/a
2011	Mar 19, 2012	$58.7M	$43.7M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$410M	$330M	24.0%	$229M	21.4%	8	7	0	0

Relationships

Registered with (6)

← Emily McLenigan LeeAdvisorregistration: current employment
Sep 16, 2025 to presentfactForm ADV
← Jennifer H DennerAdvisorregistration: current employment
Jan 4, 2021 to presentfactForm ADV
← ROBERT ESTEL COPELANDAdvisorregistration: current employment
Oct 30, 2018 to presentfactForm ADV
← Andrew William CroweAdvisorregistration: current employment
Mar 7, 2017 to presentfactForm ADV
← RENEE GARDNER SEWALLAdvisorregistration: current employment
Dec 4, 2014 to presentfactForm ADV
← MICHAEL JOSEPH MCLENIGANAdvisorregistration: current employment
May 19, 1997 to presentfactForm ADV

Controls (1)

← MCLENIGAN, MICHAEL, JOSEPHOwnerMANAGING MEMBER/CHIEF COMPLIANCE OFFICER, ownership code C, individual
Mar 19, 2012 to Jul 29, 2024factForm ADV

Owns (5)

← COPELAND, ROBERT, ESTELOwnerMEMBER, ownership code B, individual
Mar 16, 2023 to Jul 29, 2024factForm ADV
← SEWALL, RENEE, GARDNEROwnerMEMBER, ownership code B, individual
Oct 24, 2016 to Jul 29, 2024factForm ADV
← Hartman, Megan, MichelleOwnerMEMBER, ownership code NA, individual
Oct 24, 2016 to Jul 29, 2024factForm ADV
← Crowe, Andrew, WilliamOwnerMEMBER, ownership code B, individual
Mar 16, 2023 to Jul 29, 2024factForm ADV
← Denner, Jennifer, HOwnerMEMBER, ownership code NA, individual
Mar 16, 2023 to Jul 29, 2024factForm ADV

Dated events

Occurred
Mar 16, 2023
Control person left
Darrell Glenn Mickelson (Managing Member) no longer on Schedule A of Professional Financial Solutions, Llc (listed 2022-03-22, absent 2023-03-16)
Form ADVobserved 4 days ago
Occurred
Oct 12, 2015
First Form ADV filing
Professional Financial Solutions, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:1e1233ee-38fb-5912-73c5-72e8cb11c2a2
First observed: Mar 19, 2012
Last observed: Feb 6, 2026 7 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

PROFESSIONAL FINANCIAL SOLUTIONS, LLC

CRD 114957

FAIRFAX, VA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:1e1233ee-38fb-5912-73c5-72e8cb11c2a2

Data as of Feb 6, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 5:23 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

MICHAEL JOSEPH MCLENIGAN

Certified Financial Planner

FAIRFAX, VA

n/a

RENEE GARDNER SEWALL

n/a

FAIRFAX, VA

n/a

Andrew William Crowe

n/a

FAIRFAX, VA

n/a

ROBERT ESTEL COPELAND

Certified Financial Planner

FAIRFAX, VA

Jennifer H Denner

n/a

FAIRFAX, VA

n/a

Emily McLenigan Lee

n/a

FAIRFAX, VA

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

MCLENIGAN, MICHAEL, JOSEPH

MANAGING MEMBER/CHIEF COMPLIANCE OFFICER

yes

04/1997

Mar 19, 2012

Jul 29, 2024

COPELAND, ROBERT, ESTEL

Member

01/2022

Mar 16, 2023

Jul 29, 2024

Crowe, Andrew, William

Member

01/2022

Mar 16, 2023

Jul 29, 2024

Denner, Jennifer, H

Member

01/2022

Mar 16, 2023

Jul 29, 2024

Hartman, Megan, Michelle

Member

09/2016

Oct 24, 2016

Jul 29, 2024

SEWALL, RENEE, GARDNER

Member

09/2016

Oct 24, 2016

Jul 29, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Feb 6, 2026

$410M

$387M

n/a

2024

Mar 10, 2025

$330M

$305M

n/a

2023

Mar 7, 2024

$286M

$261M

n/a

2022

Mar 16, 2023

$229M

$206M

n/a

2021

Mar 22, 2022

$249M

$226M

n/a

2020

Feb 25, 2021

$192M

$180M

n/a

2019

Feb 27, 2020

$175M

$164M

n/a

2018

Mar 20, 2019

$140M

$130M

n/a

2017

Mar 27, 2018

$150M

$139M

n/a

2016

Mar 27, 2017

$124M

$112M

n/a

2015

Mar 11, 2016

$110M

$93.6M

n/a

2011

Mar 19, 2012

$58.7M

$43.7M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$410M

$330M

24.0%

$229M

21.4%